NFG
RBS.PRH.CL

Next Financial Group’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History

Next Financial Group’s Portfolio RBS.PRH.CL Stock Details RBS.PRH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-250
Closed -$6K – 2556
2016
Q4 		$6K Buy
+250
New +$6.36K ﹤0.01% 1901
2014
Q4 		– Sell
-1,000
Closed -$25K – 2711
2014
Q3 		$25K Buy
+1,000
New +$25.5K 0.01% 1297

Other funds holding RBS.PRH.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Next Financial Group's RBS.PRH.CL Position: Q1 2017 in Review

Next Financial Group sold out of Royal Bank Of Scotland Group (RBS.PRH.CL) in Q1 2017, closing a stake of 250 shares — an estimated $6K sold.

Next Financial Group first reported a position in RBS.PRH.CL in Q3 2014 and held it in 2 quarters. The position peaked at $25K in Q3 2014. 36 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q1 2017.

  • Next Financial Group reported no remaining Royal Bank Of Scotland Group position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 250 Royal Bank Of Scotland Group shares in Q1 2017, an estimated $6K.
  • Next Financial Group first reported a position in Royal Bank Of Scotland Group in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Royal Bank Of Scotland Group position peaked at $25K in Q3 2014.
  • 36 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.